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Element Solutions ESI Semiconductor Solutions — Net Sales

Other product segments

Assembly Solutions
$369M+67.0%
Industrial Solutions
$171.7M+5.0%
Circuitry Solutions
$154.1M+17.7%
Micromax
$128.6M
Energy Solutions
$23.1M+3.6%
EFC
$16.1M
Graphics Solutions
$0

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Other financials

Income statement

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Revenue$977.9M+56.4%
Gross profit$334.0M+25.4%
Operating income$113.7M+20.6%
Net income$77.3M+63.1%
EPS (diluted)$0.32+60.0%

Balance sheet

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Cash & equivalents$189.6M-64.2%
Total debt$2.2B+34.3%
Total equity$2.8B+7.1%
Total assets$5.8B+15.6%

Cash flow

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Operating cash flow$99.6M+37.2%
CapEx$27.9M+57.6%
Free cash flow-$91.7M-711%

Valuation

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Market cap$9.34B+66.9%
Enterprise value$11.34B+69.4%
P/E52.3×+29.0×
P/S+0.7×

Profitability

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Gross margin38.4%-3.4pp
Operating margin12.6%-1.2pp
Net margin5.7%-4.0pp
FCF margin4.3%-6.6pp

Returns & leverage

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Return on equity6.6%-3.0pp
Debt / equity0.8×+0.2×
Current ratio2.9×-1.2×

Where this comes from

Reported directly by Element Solutions in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Element Solutions’s 10-Q, filed July 28, 2026.

Filed
Jul 28, 2026, 4:16 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001590714-26-000065
(dollars in millions)Three Months Ended / June 30, 2026Three Months Ended / June 30, 2025Six Months Ended / June 30, 2026Six Months Ended / June 30, 2025
Assembly Solutions$369.0$221.0$694.5$415.1
Circuitry Solutions154.1130.9299.7251.0
Micromax128.6193.4
Semiconductor Solutions115.387.5212.9167.6
Total Electronics767.0439.41,400.5833.7
Specialties
Industrial Solutions171.7163.5337.7320.7
EFC16.134.7

Item 1. Condensed Consolidated Financial Statements (Unaudited)

FAQ

What is Element Solutions's semiconductor solutions — net sales?
Element Solutions (ESI) reported semiconductor solutions — net sales of $115.3M in Q2 2026.
How has Element Solutions's semiconductor solutions — net sales changed year-over-year?
Element Solutions's semiconductor solutions — net sales increased by 31.8% year-over-year, from $87.5M to $115.3M.
What is the long-term trend for Element Solutions's semiconductor solutions — net sales?
Over 4 years (2021 to 2025), Element Solutions's semiconductor solutions — net sales has grown at a 8.4% compound annual growth rate (CAGR), from $254.6M to $351.3M.
What does semiconductor solutions — net sales mean?
This metric represents the total revenue generated from the sale of specialty chemical products and solutions specifically tailored for the semiconductor manufacturing industry. It reflects the company's ability to capture market share within the electronics supply chain by providing essential materials for semiconductor fabrication and packaging processes.

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